Invoice Holds

Effective Date:

December 28, 2016


Accounts Payable


Megan Moran

Basis for Procedure

This document provides an explanation for placing a hold on a vendor payment and the various types of holds.


How Holds Are Placed on Invoices

Holds are placed on invoices to prevent payment of invoices. Holds can be placed on an invoice either automatically by the system during the online approval process in the accounts payable module or manually entered into the system. Oracle Payables provides some generic invoice holds and the RF has defined some specific holds that apply to our business (i.e., Hold Pending Project Director Approval). Also, payments to a supplier can be prevented by placing a hold on the supplier site for a supplier rather than the individual invoice.

Manual Holds

There are three types of manual holds that can be used to prevent payment of an invoice:

Also, an invoice amount limit can be placed on a supplier site record for a supplier.

System Holds

Certain holds are automatically applied to exception invoices during the on-line approval process. These holds cannot be manually applied. Some holds can manually be released and others cannot. When a hold cannot be manually released, resolution of the issue that caused the hold must take place before the system will release the hold. Some of the holds that the system automatically applies are:

Viewing Invoice Holds

Holds can be viewed either in the 'Invoice Overview Window' or the 'Invoice Holds Window' in the accounts payable module. Reports are also available for the review and monitoring of invoices on hold.

Releasing and Resolving Holds

Manual holds must be manually released. System holds are automatically released when invoices are reapproved during the online approval process if the problem that caused the automatic hold is resolved. Once the hold is released, the invoice is available for payment through the payment batch process.



Related Information




Change History


Summary of Change

December 28, 2016

Updated Format



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